Referral Management
The Referral feature of Top Producer allows you to track referrals that you have received or distributed. You can track referral sources, view the referred contact details and the details of each referral agreement. You can also view or print detailed referral statistics to see which referral sources send you the most referral business. This helps to reinforce those connections. Not yet sure of the difference between the record types in Top Producer? Start with the Contacts, Leads, Prospects, and Referrals article.
